• Request Assistance - Under Company record add new Tab and List in Sage CRM

    My company uses Sage CRM 2021 R1. I am currently learning how to make enhancements and changes. I have a requirement to either add a new Tab named "Service" under a company record or modify the existing "Cases" Tab (whichever is simpler), as the "Cases…
  • Create a List to Show Products Purchased by Company

    A business had a requirement to easily see what products have been ordered by their customers. Below shows the products that have been purchased by a company. This was created using the List and Runblock technique discussed in the article and video…